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VMware Management Discusses Q3 2012 Results - Earnings Call TranscriptTue, Oct 23, 2012
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VMware Management Discusses Q2 2012 Results - Earnings Call TranscriptMon, Jul 23, 2012
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VMware's CEO Discusses Q1 2012 Results - Earnings Call TranscriptWed, Apr 18, 2012
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VMware's CEO Discusses Q4 2011 Results - Earnings Call TranscriptMon, Jan 23, 2012 • 1 Comment
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VMware's CEO Discusses Q3 2011 Results - Earnings Call TranscriptMon, Oct 17, 2011 • 1 Comment
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VMware's CEO Discusses Q2 2011 Results - Earnings Call TranscriptTue, Jul 19, 2011
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VMware's CEO Discusses Q1 2011 Results - Earnings Call TranscriptTue, Apr 19, 2011
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VMware's CEO Discusses Q4 2010 Results - Earnings Call TranscriptMon, Jan 24, 2011
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VMware, Inc. Q2 2010 Earnings Call TranscriptWed, Jul 21, 2010
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VMware, Inc. Q1 2010 Earnings Call TranscriptTue, Apr 20, 2010
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VMware, Inc. Q4 2009 Earnings Call TranscriptMon, Jan 25, 2010 • 1 Comment
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VMware, Inc. Q3 2009 (Qtr End 9/30/09) Earnings Call TranscriptWed, Oct 21, 2009
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VMware, Inc. Q2 2009 Earnings Call TranscriptWed, Jul 22, 2009
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VMware, Inc. Q1 2009 Earnings Call TranscriptThu, Apr 23, 2009
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VMware, Inc. Q4 2008 Earnings Call TranscriptTue, Jan 27, 2009
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VMware, Inc. Q3 2008 Earnings Call TranscriptWed, Oct 22, 2008
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VMware, Inc. Q2 2008 Earnings Call TranscriptTue, Jul 22, 2008
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VMware, Inc. Q1 2008 Earnings Call TranscriptTue, Apr 22, 2008
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VMW vs. ETF Alternatives
Company Description
VMware is the leading provider of virtualization solutions from the desktop to the data center and to the cloud. Our virtualization solutions represent a pioneering approach to computing that separates application software from the underlying hardware to achieve significant improvements in... More
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- | Earnings
- | Dividends
- | M&A
- | On the move
- Wednesday, March 27, 4:26 PM Much like they did last week following Oracle's FQ3 miss, some enterprise IT names are selling off AH following Red Hat's FQ4 revenue miss, which was accompanied by slowing deferred revenue growth. CTXS -2%. VMW -1.9%. FFIV -1.1%. RVBD -2.1%. Comment! [Tech, On the Move]
- Wednesday, March 27, 10:20 AM VMware (VMW +1.2%) rises on a down day after ISI upgrades shares to Strong Buy from Buy. Shares have gradually given back most of the big gains they saw earlier this month due to the strong growth outlook provided on the company's investor day. Comment! [Tech, On the Move]
- Tuesday, March 26, 2:29 PM Following the lead of VMware's (VMW) Nicira unit, startup Big Switch Networks is rolling out a software-defined networking (SDN) platform it argues will cut dependence on proprietary switches from the likes of Cisco (CSCO) and Juniper (JNPR). Big Switch's platform, called Switch Light, can be used either with commodity switches running on BRCM chips, or "virtual" switches running Linux (BRCD has ambitions here). Unlike Nicira, which only partly leverages the OpenFlow SDN standard, Big Switch is fully throwing its weight behind OpenFlow, and is offering an open-source version of Switch Light to drive its adoption. (FBR) 3 Comments [Tech]
- Monday, March 25, 11:23 AM eBay (EBAY) is reportedly providing a big vote of confidence for the OpenStack cloud infrastructure platform: an OpenStack Foundation board member tells BI PayPal and eBay plan to remove VMware's (VMW -2%) software from 80K servers in favor of OpenStack-based solutions. The fact OpenStack can lower license fees thanks to its use of open-source software could be a motivating factor. VMware has been aggressively promoting its vCloud Suite as an alternative to OpenStack, Amazon Web Services, and Microsoft's Azure. 2 Comments [Tech]
- Wednesday, March 20, 4:44 PM Some enterprise IT names slump in response to Oracle's FQ3 miss, which included a surprising 2% Y/Y drop in new software license/cloud subscription revenue, and a 23% Y/Y drop in hardware product sales. InfiniBand hardware supplier Mellanox (MLNX) is the worst-hit, -7% AH. IBM -1%. HPQ -1%. EMC -1.2%. RHT -1.9%. VMW -1%. TIBX -1.2%. TDC -1%. Archrival SAP is unchanged for now. Comment! [Tech, On the Move]
- Wednesday, March 20, 12:34 PM FBN launches coverage on a slew of enterprise/cloud software and Web hosting/CDN service plays. Akamai (AKAM +1.9%), Equinix (EQIX +0.6%), VMware (VMW +1.3%), Citrix (CTXS +1.3%), Salesforce (CRM +0.7%), and NetSuite (N +1.7%) have been started at Outperform, while Rackspace (RAX +2.6%), Workday (WDAY), and Concur (CNQR -1.3%) have been started at Sector Perform. Comment! [Tech]
- Thursday, March 14, 5:42 PM IBM and EMC are among the companies in the running to buy Web hosting/cloud infrastructure provider SoftLayer Technologies in a deal that could sport a $2B+ price tag, Reuters reports. SoftLayer, locked in fierce competition with Rackspace (RAX) and Amazon, differentiates itself in part by offering hybrid solutions that feature both dedicated and virtual servers. The report comes as IBM targets $7B in 2015 cloud revenue, and EMC subsidiary VMware (VMW) launches a new cloud infrastructure service. Comment! [Tech, M&A]
- Thursday, March 14, 1:32 PM "I’m happy in my role at VMware (VMW) and hope to be doing it for many years to come," says CEO Pat Gelsinger, shooting down a Quartz report that mentioned he's a candidate to succeed Paul Otellini as Intel's (INTC) CEO. Some think the two people named EVPs when Otellini announced plans to retire - COO Brian Krzanich and CFO Stacy Smith - still have the inside track. 8 Comments [Tech]
- Thursday, March 14, 12:26 PM An upgrade to Outerpform from RBC helps VMware (VMW +3%) add to the big gains it saw yesterday thanks to its strong growth outlook and the Pivotal announcement. "A path to accelerating revenues and margin expansion was outlined [at EMC/VMware's investor day], something we had wanted to see before becoming more aggressive on the stock.," writes analyst Matthew Hedberg. Parent EMC (EMC +2%) is also trekking higher. Comment! [Tech, On the Move, Quick Ideas]
- Wednesday, March 13, 11:58 AM More on VMware: An aggressive long-term growth forecast is helping shares rally. VMware (VMW +8.4%), currently expected by the Street to post 15% revenue growth this year and next, is forecasting 15%-20% annual growth from 2014-2016, as its efforts to expand its cloud/data center management and software-defined networking offerings bear fruit. VMware has slightly lowered its 2013 revenue guidance to account for the divesting of assets going into the Pivotal Initiative. Comment! [Tech, On the Move, Earnings]
- Wednesday, March 13, 10:05 AM In addition to the Pivotal announcement, VMware is: 1) Outlining plans to integrate the networking virtualization software found in its giant vCloud Suite with Nicira's software-defined networking platform. An integrated product called NSX will launch in 2H. EMC partner Cisco (CSCO) can't be thrilled. 2) Confirming the launch (previous) of a cloud infrastructure service that allows clients to gradually move private workloads to a VMware-run public cloud, while jointly managing the two. Called vCloud Hybrid Service, the business will be run by former Savvis president Bill Fathers. Comment! [Tech]
- Wednesday, March 13, 9:47 AM EMC (EMC +1.1%) and VMware's (VMW +5.6%) Pivotal Initiative will be taken public, EMC CEO Joe Tucci discloses during the companies' investor day (webcast). EMC will own 69% of the spinoff, and VMware 31%. Pivotal is headlined by EMC's Greenplum analytics database/hardware unit, but also features a slew of other product lines aimed at companies working on big data projects or developing Web/cloud apps. Given the hype surrounding Pivotal's addressable markets, the post-IPO valuation could be huge. 7 Comments [Tech, On the Move]
- Monday, March 11, 10:32 AM EMC (EMC +0.9%) and VMware (VMW +0.7%) trade higher after Longbow starts coverage on EMC with a Buy and $30 PT. Longbow's launch offsets a critical report from Bernstein: the firm notes EMC shares have a historical correlation with VMware's, and thinks VMware's challenges could affect EMC's performance. 2 Comments [Tech]
- Friday, March 8, 4:03 PM VMware (VMW) sees more executive shuffling: CMO Rick Jackson is stepping down from his current position as soon as a replacement is found, and (for the time being, anyway) will assume the vaguely-defined position of SVP of Global Enablement. CTO Steve Herrod departed in January to join a VC firm, and CFO Mark Peek left last April for Workday. It might not be a coincidence VMware is making a CMO change 6 weeks after shares were clobbered due to soft Q1/2013 guidance. (CEO change) Comment! [Tech]
- Friday, March 8, 11:42 AM VMware (VMW) CEO and former Intel (INTC) exec Pat Gelsinger has joined the list of potential successors to Intel CEO Paul Otellini, Quartz reports. Former Motorola Mobility CEO Sanjay Jha (previous) is also said to be in the running, "along with other internal and external candidates." Gelsinger served as Intel's CTO from 2000-2005, and as the head of its enterprise ops from 2005-2009. Bloomberg reported last month Intel has hired recruiting firm Spencer Stuart to aid its CEO search. 5 Comments [Tech]
- Tuesday, March 5, 4:44 PM VMware (VMW) sells off online PowerPoint alternative SlideRocket to private Clearslide for an undisclosed sum. The sale is part of VMWare's efforts to divest businesses that have little or nothing to do with its core virtualization and cloud/data center management software ops. VMware bought SlideRocket in April '11, when it had ambitions to provide a broader array of enterprise cloud apps and developer tools. (Pivotal Initiative) Comment! [Tech, M&A]
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Pendulum
Recent article about $EMC $VMW analyst day, including Pivotal, here: http://seekingalpha.com/a/ra3l - View all 0 replies
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Pendulum
Barron's quotes analyst from Global Equities Research about Pivotal from $EMC $VMW and its competition: http://on.barrons.com/11iMPNQ - View all 0 replies
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Jason F
Using Mental Support & Resistance to Trade $GOOG and $VMW & Make Huge Gains http://bit.ly/YenDS0 - View all 0 replies
LATEST REPLIES
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Market Maven: nevermind, pulled it at 81.15. not very disciplined, but in this envir.... need to make a quick move. THANKS!
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Boatyzaffa
Okay, I still believe VMW is a smart buy here so... buy one Aug 82.50 call @ 6.80 (they report earnings on July 23) - View all 1 replies
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Boatyzaffa
VMW chart looks like it's time to buy; also EMC making large purchases on VMW since May 29 through July 12. - View all 13 replies
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Mercy Jimenez: OK you guys know that I know -- you know -- that I know -- you know -- so no need to keep up the flattery :-)) -
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OneLongTrade
VMW is likely to get destroyed this earnings season. Heavy Europe exposure (see INFA for what happens) and horrible technicals. - View all 2 replies
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OneLongTrade: I like EMC, lots of fundamental reasons to own that name, especially when it gets cheap. VMW, not so much. Don't agree with their valuation.
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Holly Thompson
JP Morgan's 15 companies it views as potentially the next Apple inclue: QCOM, ANSS, VMW. - View all 1 replies
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whitehead1: There is only one next Apple and that AAPL...... I like QCOM but its not next AAPL for sure my friend.
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Holly Thompson
VMware (VMW) expected to report Q4 upside, says Goldman Sachs. Goldman reiterated their Conviction Buy rating and $125 price target. - View all 1 replies
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Rocket Robin: Thanks. I know ... gotta anyways take it all with a grain of salt. Looks like they needed an entry point, and they got it today.
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